Pantheon Macroeconomics

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US Publications

Below is a list of our US Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep

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Weekly Monitor Ian Shepherdson (Chief Economist, Chairman and Founder) Gabriella Dickens Samuel Tombs

14 July 2025 US Monitor Income tax clarity won't reinvigorate households' spending in Q3

  • The slowdown in consumption this year has been sharpest in areas dominated by higher earners...
  • ...Slower asset price gains and expected real wage declines have weighed more than tax hike risk.
  • Mortgage applications have risen sharply; people are fed up waiting for mortgage rates to fall.
Samuel TombsUS

7 July 2025 US Monitor Markets drew the wrong conclusions from June's labor market data

  • June private payrolls ex-education and healthcare rose just 23K; revisions will reveal an even weaker picture.
  • Hiring intentions remain depressed; new tax breaks are unlikely to offset tariff costs and uncertainty soon.
  • The drop in unemployment looks like noise; payroll growth will undershoot the break-even rate in H2.
Samuel TombsUS
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U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,